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Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Employer contribution per participant is in the bottom quintile of the peer cohort.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $52,196 | $45,343+15.1% | $150,298-65.3% | $67,986-23.2% |
| Participation rate | 16.8% | 51.9%-35.1pp | 77.8%-61.0pp | 57.2%-40.4pp |
| Annual return | 14.61% | 33.28%-18.7pp | 62.79%-48.2pp | 31.67%-17.1pp |
| Employer contribution / active EE | $192 | $1,462-86.9% | $4,154-95.4% | $2,019-90.5% |
| Participant deferral / active EE | $748 | $2,055-63.6% | $5,453-86.3% | $3,358-77.7% |
| Admin fee / account holder | $1,627 | $2,250-27.7% | $14,116-88.5% | $3,203-49.2% |